WestHill Financial Advisors’s Marsh MRSH Stock Holding History

WestHill Financial Advisors’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Hold	6,709	–	–	0.19%	31
2026 Q1	$1.16M	Sell	6,709 -22	-0.3%	-$3.96K	0.22%	29
2025 Q4	$1.25M	Buy	6,731 +4,599	+216%	+$860K	0.24%	28
2025 Q3	$430K	Hold	2,132	–	–	0.08%	45
2025 Q2	$466K	Hold	2,132	–	–	0.1%	44
2025 Q1	$520K	Sell	2,132 -10	-0.5%	-$2.27K	0.12%	38
2024 Q4	$455K	Hold	2,142	–	–	0.1%	45
2024 Q3	$478K	Buy	2,142 +44	+2%	+$9.77K	0.11%	44
2024 Q2	$442K	Sell	2,098 -1,065	-34%	-$219K	0.11%	43
2024 Q1	$652K	Buy	3,163 +2,013	+175%	+$401K	0.16%	31
2023 Q4	$218K	Sell	1,150 -41	-3%	-$7.92K	0.06%	65
2023 Q3	$227K	Sell	1,191 -42	-3%	-$8.05K	0.07%	60
2023 Q2	$232K	Sell	1,233 -83	-6%	-$14.7K	0.07%	57
2023 Q1	$219K	Hold	1,316	–	–	0.07%	59
2022 Q4	$218K	Buy	+1,316	New	+$215K	0.07%	56
2022 Q3	–	Sell	-1,316	Closed	-$204K	–	114
2022 Q2	$204K	Sell	1,316 -19	-1%	-$3.04K	0.07%	62
2022 Q1	$228K	Sell	1,335 -26	-2%	-$4.1K	0.07%	64
2021 Q4	$237K	Hold	1,361	–	–	0.07%	66
2021 Q3	$206K	Buy	+1,361	New	+$206K	0.06%	60

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WestHill Financial Advisors's MRSH Position: Q2 2026 in Review

WestHill Financial Advisors held its Marsh (MRSH) position steady in Q2 2026 at 6,709 shares worth $1.12M. The position accounts for 0.19% of the portfolio, ranked #31.

WestHill Financial Advisors first reported a position in MRSH in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

WestHill Financial Advisors held 6,709 shares of Marsh worth $1.12M as of Q2 2026.
WestHill Financial Advisors left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.19% of WestHill Financial Advisors's portfolio in Q2 2026, its #31 holding.
WestHill Financial Advisors first reported a position in Marsh in Q3 2021 and has held it in 19 quarters since.
WestHill Financial Advisors's Marsh position peaked at $1.25M in Q4 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.